FINANCIAL_SERVICESONGOING

Principal Asset Management Oversees CCWD OPEB Trust Investments

Contra Costa Water District’s OPEB Trust engages Principal Asset Management for ongoing investment management and OCIO solutions. Principal oversees all aspects of the trust’s asset allocation, investment policy, and reporting.

Status
ONGOING
Document date
February 27, 2025
Contract type
FINANCIAL_SERVICES
Vendor
Principal Asset Management
Agency
Contra Costa Water District · CA

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Renewal
Customers may contract directly with Principal Asset Management for investment management services. Service agreement may be ongoing or subject to renewal per terms of the underlying contract.
Document type
Report
Source document
contra-costa-water-district-staff-report-february-27-2025_9f8.pdf

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Contra Costa Water District?

Principal Asset Management was awarded this financial services contract by Contra Costa Water District, as recorded on February 27, 2025.

What type of contract is this?

This is a Financial Services contract, documented as a report record.

Where was this contract approved?

This contract appears in contra-costa-water-district-staff-report-february-27-2025_9f8.pdf (Report), dated February 27, 2025 from Contra Costa Water District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Principal Asset Management hold?

Principal Asset Management may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Principal Asset Management's profile

What is Contra Costa Water District currently buying?

Explore Contra Costa Water District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Contra Costa Water District's profile

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